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Pinnacle Wealth Management Advisory Group’s Steris STE Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$296K Sell
1,337
-654
-33% -$160K 0.02% 413
2025
Q4 		$505K Buy
+1,991
New +$500K 0.03% 269

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's STE Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Steris (STE) stake by 33% in Q1 2026, selling an estimated $160K and leaving 1,337 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #413.

Pinnacle Wealth Management Advisory Group first reported a position in STE in Q4 2025 and has held it in 2 quarters since. The position peaked at $505K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 1,337 shares of Steris worth $296K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 654 Steris shares in Q1 2026, an estimated $160K.
  • Steris made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #413 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Steris in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Management Advisory Group's Steris position peaked at $505K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.